Featured
-
Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
-
Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
-
When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
-
ARR Without the R
Together with Good Morning, US banned Microsoft from sponsoring residency for foreign workers, NFL asked SCOTUS to let states regulate prediction markets, Goldman will pay top execs $500M in special bonuses, US will not attack Iran before the midterms, and techs stocks slumped following a report that OpenAI's ARR is $20B less than previously signaled. …
-
Warren Buffett Is Just Like Us
Together with Good Morning, PE GPs are now demanding "super carry," quant funds are beating the S&P, Korean investors lost $1.7B from leveraged ETFs, US is probing Wells Fargo over efforts to boost Black homeownership, and Warren Buffett reportedly binge-watches late-night YouTube going down rabbit holes like O'zbekiston Got Talent. After receiving endless requests in …
-
Buy the Bubble
Together with Good Morning, Wall Street bonuses are set to hit another high, Citigroup is leading global IPO league tables, Anthropic's CEO took home $18M last year, a whistleblower who revealed Lutnick-Epstein ties died by suicide, SpaceX is raising $40B in debt to purchase Nvidia chips, and BofA is advising clients to pile in to …
-
MTA Is the New FINRA
Together with Good Morning, Citi shortened its IB analyst program to fend of PE poaching, the Fed is visiting big banks to review loan books, Bessent pulled back on his "I am the house" claims, Sam Altman says AI benefits warrant accepting some risks, and an HSBC exec was banned from the financial services industry …
-
The San Francisco Inquisition
Together with Good Morning, The Catholic Church officially rejected Anthropic's lobbying efforts to proclaim AI models as conscious. Today's letter is brought to you by F2, the agentic operating system for global credit. ICYMI: Golub Capital has selected F2 to power its next $100B in assets, bringing model-agnostic AI to one of private credit's most …
-
Bad Time to Be a Bond
Together with Good Morning, The bond market selloff showed signs of cooling after Fed officials hinted at no urgency for consecutive rate hikes. While yields are at multi-decade highs across the globe, stocks are still trading near ATHs. Columbia Business School Exec Ed and Wall Street Prep are back with their flagship certificate program on …
-
It’s Gemini Season
Together with Good Morning, Anthropic's co-founder revolutionized workplace conflict management, Trump resumed his attacks on J Pow, Google employees are skeptical of their own latest model, and Sam Altman is asking for investors to be patient as it delays its IPO. The team at my recruiting firm Litney Partners has been unusually productive this season …
-
The name’s Intelligence. Super Intelligence
Together with Good Morning, Barclays eased an RTO mandate after staff backlash, Starbucks fired its ESG team, Polymarket named an ex-Goldman partner to lead institutional growth, Anthropic's IPO prospectus was leaked, and Trump signed an order to to rename AI to SI at a high-profile White House lunch with Silicon Valley titans. Columbia Business School …
-
Another SpaceX Success
Together with Good Morning, In a world full of soaring yields, we also got soaring rockets. SpaceX successfully launched its massive Starship rocket into the orbit for the first time ever, deployed 26 of its Starlink v3 satellites, and made a successful soft splashdown in the Gulf of America. All while one engine failed… So …
-
The Hedge Fund Bros Are Hallucinating
Together with Good Morning, Blackstone's head of PE will depart, Trump had a private dinner with Anthropic's CEO, Anthropic is seeking majority voting control for its co-founders, Larry Ellison pledged another $9B in Oracle stock for personal loans, and Bessent is urging the Fed to keep an 'open mind' on US inflation outlook. There's gotta …
-
More Pandas Inbound🇺🇸🇨🇳
Together with Good Morning, #1 NFL draft pick Fernando Mendoza launched a personal finance educational series, the hedge fund talent war is pushing analyst pay above $10M, PE's path to riches is getting harder to follow, and US is getting two more pandas from China in the most bullish sign for relations between both nations. …
-
Butter Fingers at Morgan Stanley
Together with Good Morning, Yields soared two a two-decade high after rising inflation and rates came back to the forefront. Stock indexes are nonetheless trading at all-time highs. Looks like Doomio and Burry will have to wait a little while longer. Also, somebody is totally getting fired at Morgan Stanley LMAO Chronograph is changing the …